Investing in an Era of Climate Change with Bruce Usher
Climate Change is the dominant investment theme of the next 30 years. To decarbonize the planet while managing and mitigating the risks of a more volatile climate will require trillions of dollars, cr...
14 Des 202257min
Nuclear Power & The Energy Crisis with Mycle Schneider
The European Energy Crisis is viewed through the lens of a gas supply crisis, in the wake of Russia’s invasion of Ukraine. While true, it is as much a product of a European nuclear energy crisis, cent...
7 Des 202254min
Metals in Transition: Copper, Aluminum and Steel with Charlie Durant & Sarah Macnaughton
Following the recent LME week and COP27, we are checking in on the metals market. In particular, Copper, Aluminum and Steel. All these metals face the twin forces of energy transition & sustainability...
30 Nov 202245min
Unlocking Titanium with Taso Arima
Titanium is an engineer’s dream. Lighter than steel yet stronger than aluminum and extraordinarily corrosion resistant, titanium can help facilitate the clean energy transition—from EVs to wind turbin...
23 Nov 202249min
The Future of Gas Stations with Dan Munford
Gas stations have played a pivotal role in civil infrastructure for over a century. The pump has served as a proxy for a country’s development status and a polity’s health. Over time its role has deve...
16 Nov 202245min
LNG: The New Marginal Fuel with Tamir Druz
LNG now drives natural gas prices in Europe. After decades of this only being the case in Asian markets, LNG could shortly price markets worldwide. How did we get here in terms of assets, players and ...
9 Nov 202244min
The Super-Cycle Meets Interest Rates with Jeff Currie
What is happening to the Super-Cycle? The thesis is redistributive policies, energy transition and deglobalization have dramatically constrained supply while ballooning demand. Arguably, all condition...
2 Nov 202244min
Managing Volatility in the Meat Industry with Christie Chavis
In this episode, we take a look at the Meat Industry and the ag and animal nutrition sector that underpins it. The sector faces unprecedented challenges. Producers are working to meet the demands of a...
26 Okt 202245min
